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REED WEALTH MANAGEMENT INC

Company Details

Entity Name: REED WEALTH MANAGEMENT INC
Jurisdiction: Connecticut
Legal type: Stock
Citizenship: Domestic
Status: Dissolved
Date Formed: 11 Jul 2011 (Companies founded in July 2011)
Date of dissolution: 24 Aug 2023
Business ALEI: 1042886
Annual report due: 11 Jul 2024
NAICS code: 523930 - Investment Advice
Business address: 392 SOUTH MAIN STREET UNIT 3, COLCHESTER, CT, 06415, United States
Mailing address: 392 SOUTH MAIN STREET UNIT 3, COLCHESTER, CT, United States, 06415
ZIP code: 06415 (Companies in New London, 06415)
County: New London
Place of Formation: CONNECTICUT
Total authorized shares: 2000
E-Mail: brendan@reedwealthmanagement.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
REED WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST 2021 452775765 2022-06-07 REED WEALTH MANAGEMENT INC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 8605319627
Plan sponsor’s address 392 SOUTH MAIN ST UNIT 3, COLCHESTER, CT, 06415

Signature of

Role Plan administrator
Date 2022-06-07
Name of individual signing BRENDAN LEWIS
Valid signature Filed with authorized/valid electronic signature
REED WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST 2020 452775765 2021-04-27 REED WEALTH MANAGEMENT INC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 8605319627
Plan sponsor’s address 392 SOUTH MAIN ST UNIT 3, COLCHESTER, CT, 06415

Signature of

Role Plan administrator
Date 2021-04-27
Name of individual signing BRENDAN LEWIS
Valid signature Filed with authorized/valid electronic signature
REED WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST 2019 452775765 2020-05-20 REED WEALTH MANAGEMENT INC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541990
Sponsor’s telephone number 8605319627
Plan sponsor’s address 392 SOUTH MAIN ST UNIT 3, COLCHESTER, CT, 06415

Signature of

Role Plan administrator
Date 2020-05-20
Name of individual signing BRENDA LEWIS
Valid signature Filed with authorized/valid electronic signature
REED WEALTH MANAGEMENT INC 401 K PROFIT SHARING PLAN TRUST 2018 452775765 2019-04-01 REED WEALTH MANAGEMENT INC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541990
Sponsor’s telephone number 8605319627
Plan sponsor’s address 392 SOUTH MAIN ST UNIT 3, COLCHESTER, CT, 06415

Signature of

Role Plan administrator
Date 2019-04-01
Name of individual signing BRENDAN LEWIS
Valid signature Filed with authorized/valid electronic signature
REED WEALTH MANAGEMENT INC 401 K PROFIT SHARING PLAN TRUST 2017 452775765 2018-05-16 REED WEALTH MANAGEMENT INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541990
Sponsor’s telephone number 8605319627
Plan sponsor’s address 392 SOUTH MAIN ST UNIT 3, COLCHESTER, CT, 06415

Signature of

Role Plan administrator
Date 2018-05-16
Name of individual signing BRENDAN LEWIS
Valid signature Filed with authorized/valid electronic signature
REED WEALTH MANAGEMENT INC 401 K PROFIT SHARING PLAN TRUST 2016 452775765 2017-05-23 REED WEALTH MANAGEMENT INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541990
Sponsor’s telephone number 8605319627
Plan sponsor’s address 392 SOUTH MAIN ST UNIT 3, COLCHESTER, CT, 06415

Signature of

Role Plan administrator
Date 2017-05-23
Name of individual signing BRENDAN LEWIS
Valid signature Filed with authorized/valid electronic signature
REED WEALTH MANAGEMENT INC 401 K PROFIT SHARING PLAN TRUST 2015 452775765 2016-07-15 REED WEALTH MANAGEMENT INC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541990
Sponsor’s telephone number 8605319627
Plan sponsor’s address 392 SOUTH MAIN ST UNIT 3, COLCHESTER, CT, 06415

Signature of

Role Plan administrator
Date 2016-07-15
Name of individual signing BRENDAN LEWIS
Valid signature Filed with authorized/valid electronic signature
REED WEALTH MANAGEMENT INC 401 K PROFIT SHARING PLAN TRUST 2014 452775765 2015-06-12 REED WEALTH MANAGEMENT INC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541990
Sponsor’s telephone number 8605319627
Plan sponsor’s address 392 SOUTH MAIN ST UNIT 3, COLCHESTER, CT, 06415

Signature of

Role Plan administrator
Date 2015-06-12
Name of individual signing BRENDAN LEWIS
Valid signature Filed with authorized/valid electronic signature

Officer

Name Role Business address Residence address
BRENDAN R. LEWIS Officer 392 SOUTH MAIN STREET, UNIT 3, COLCHESTER, CT, 06415, United States 25 Lantern Cir, Laconia, NH, 03246-4089, United States

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
Tyler Lewis Agent 392 SOUTH MAIN STREET UNIT 3, COLCHESTER, CT, 06415, United States 392 SOUTH MAIN STREET UNIT 3, COLCHESTER, CT, 06415, United States +1 860-884-4018 tyler@reedwealthmanagement.com 1160 Silas Deane Hwy, 303, Wethersfield, CT, 06109-4397, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0011944812 2023-08-24 2023-08-24 Dissolution Certificate of Dissolution No data
BF-0011424180 2023-06-17 No data Annual Report Annual Report No data
BF-0010190253 2022-06-24 No data Annual Report Annual Report 2022
BF-0009759611 2021-07-21 No data Annual Report Annual Report No data
0007338418 2021-05-14 No data Annual Report Annual Report 2020
0007337999 2021-05-11 No data Annual Report Annual Report 2019
0006199143 2018-06-13 No data Annual Report Annual Report 2018
0005887567 2017-07-13 No data Annual Report Annual Report 2017
0005615129 2016-07-28 No data Annual Report Annual Report 2014
0005615142 2016-07-28 No data Annual Report Annual Report 2015

Date of last update: 11 Nov 2024

Sources: Connecticut's Official State Website